Maley Financial Planning

Maley Financial Planning
(CRD# 139272) is a financial advisory firm headquartered in
, .
They
manage $2,000,000 in 4 accounts and
serve the financial needs of clients across 1 states (or territories).

Current Firm Details

Maley Financial Planning

By the Numbers

Total Assets Under Management

2

MILLION

Total Number of Accounts

4

ACCOUNTS

Average Account Value

$500,000

Compensation Options

A percentage of assets under your management

Hourly charges

Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Dale Maley (CRD# 5111491) is an Investment Advisor Representative working at
Maley Financial Planning in Fairbury, IL and has
over 10 years
of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.